In [1]:
%load_ext autoreload
%autoreload 2

Golden Butterfly Portfolio¶

  • 20.00 % | IJS iShares S&P Small-Cap 600 Value Equity | U.S., Small Cap, Value
  • 20.00 % | VTI Vanguard Total Stock Market Equity | U.S., Large Cap
  • 20.00 % | TLT iShares 20+ Year Treasury Bond Bond | U.S., Long-Term
  • 20.00 % | SHY iShares 1-3 Year Treasury Bond Bond | U.S., Short Term
  • 20.00 % | GLD SPDR Gold Trust Commodity | Gold
In [5]:
from collections import OrderedDict
from src.domain import *
from src.display.portfolio import display_portfolio
from src.data.shares import SHARES_DATA

shares = FundsDistribution(funds=OrderedDict({
    "VTI": 0.2,
    "GLD": 0.2,
    "BND": 0.2,
    "SHY": 0.2,
    "Russell 2000": 0.2,
}))

display_portfolio(SharesDistribution(shares=shares), extra_stocks=OrderedDict({"VTI": SHARES_DATA["VTI"], "BND": SHARES_DATA["BND"]}))
Portfolio
VTI 20.0%
GLD 20.0%
BND 20.0%
SHY 20.0%
Russell 2000 20.0%
Mean ret. Std | Portfolio VTI BND
Portfolio 7.55% 7.51% | - 85.5% 23.98%
VTI 10.98% 15.55% | 85.5% - 16.64%
BND 6.72% 5.3% | 23.98% 16.64% -

Ray Dalio All Weather Portfolio¶

  • 30.00 % | VTI Vanguard Total Stock Market Equity | U.S., Large Cap
  • 40.00 % | TLT iShares 20+ Year Treasury Bond Bond | U.S., Long-Term
  • 15.00 % | IEI iShares 3-7 Year Treasury Bond Bond | U.S., Intermediate-Term
  • 7.50 % | GLD SPDR Gold Trust Commodity | Gold
  • 7.50 % | GSG iShares S&P GSCI Commodity Indexed Trust | Commodity, Broad Diversified
In [4]:
from collections import OrderedDict
from src.display.portfolio import display_portfolio
from src.data.shares import SHARES_DATA

shares = FundsDistribution(funds=OrderedDict({
    "VTI": 0.3,
    "BND": 0.4,
    "SHY": 0.15,
    "GLD": 0.075,
    "DBC": 0.075,
}))

display_portfolio(SharesDistribution(shares=shares), extra_stocks=OrderedDict({"VTI": SHARES_DATA["VTI"], "BND": SHARES_DATA["BND"]}))
Portfolio
VTI 30.0%
BND 40.0%
SHY 15.0%
GLD 7.5%
DBC 7.5%
Mean ret. Std | Portfolio VTI BND
Portfolio 6.84% 6.35% | - 86.96% 39.19%
VTI 10.98% 15.55% | 86.96% - 16.64%
BND 6.72% 5.3% | 39.19% 16.64% -